Appian Road provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Appian Road builds personalized investment policy statements and generally limits investment advice to exchange-traded funds, though other securities may be used to diversify portfolios when appropriate. Appian Road operates with the authority to make trades without asking first, allowing them to manage investments on behalf of clients. The firm focuses on long-term trading strategies using fundamental and cyclical analysis. Appian Road serves individuals and high-net-worth individuals, requiring no minimum investment to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable depending on the needs of the client and complexity of the situation.